Matt Lee, CLU, ChFC Joins Secura Consultants as New Brokerage Consultant

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Financial service industry veteran, Matt Lee, joins Secura Consultants to focus on the income protection marketplace.

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My Overall goal is to have the advisors I work with view me as an extension of their office as a true partner who will ensure their client’s unique income protection needs are being fully addressed.”

Based in Minneapolis, MN, Secura Consultants is a leading insurance marketing organization focused on delivering exemplary solutions to the income and asset protection markets as well as employer sponsored ancillary benefits. In an effort to extend its reach across the nation to bring better education of income and asset protection, Secura Consultants has brought aboard financial service industry veteran, Matt Lee, as a Brokerage Consultant.

“I am a big believer in specialization. When I decided to focus on the income protection industry, I kept hearing about the outstanding reputation that George Davidson and his team at Secura Consultants had. It made them the obvious choice.” – Matt Lee

Matt grew up in the financial service industry bringing over 16 years of experience to Secura Consultants. He acquired an extensive background in wholesaling that has developed from his time spent with some of the top carriers and brokerage general agencies in the country. His product experience is as diverse as his background, ranging from Fixed and Variable Life Insurance to Disability Insurance, Long-Term Care Insurance, and Annuities.

His commitment to continual learning began early with earning the CLU and ChFC designations within his first few years in the financial services industry.

“My secret to success has always been to listen to my clients first, so I can get to know their specific businesses and then work closely with them on the best ways to enhance their practices.” – Matt Lee

In his role with Secura Consultants, he uses his unique perspective to help advisors understand the Income Protection needs of their clients. Focusing on getting them comfortable with the solutions they can utilize to address those needs, he helps them get a plan in place, so an unexpected loss of income doesn’t unnecessarily disrupt their clients’ lives and undo all of the careful planning that they have done together.

Matt has already put thought into how his role will evolve within Secura Consultants to better assist his new team. He envisions his role developing into one that would involve more point of sales and joint work with advisors to be brought in as an income protection expert.

“My Overall goal is to have the advisors I work with view me as an extension of their office as a true partner who will ensure their client’s unique income protection needs are being fully addressed.” – Matt Lee

Secura Consultants is eager to see Matt develop in his role as a member of the renowned sales team. To schedule a consultation with Matt, please visit http://securaconsultants.com/request-a-consultation/.

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